MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$4.07M
4
SHW icon
Sherwin-Williams
SHW
+$4.06M
5
CYBR icon
CyberArk
CYBR
+$4.06M

Top Sells

1
+$15.4M
2
+$7.48M
3
+$6.71M
4
V icon
Visa
V
+$5.65M
5
ICE icon
Intercontinental Exchange
ICE
+$5.05M

Sector Composition

1 Technology 28.74%
2 Financials 16.79%
3 Healthcare 14.32%
4 Industrials 10.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$287K 0.02%
+1,540
202
$281K 0.02%
1,449
203
$279K 0.02%
2,120
-6
204
$277K 0.02%
2,289
205
$272K 0.02%
1,061
+16
206
$268K 0.02%
3,661
+63
207
$265K 0.02%
1,193
-16
208
$249K 0.01%
+43
209
$248K 0.01%
2,674
210
$245K 0.01%
4,653
+53
211
$239K 0.01%
1,187
212
$232K 0.01%
+5,644
213
$231K 0.01%
3,964
+39
214
$230K 0.01%
436
+24
215
$230K 0.01%
+8,050
216
$229K 0.01%
+2,183
217
$228K 0.01%
2,201
+39
218
$227K 0.01%
+87
219
$226K 0.01%
6,900
-700
220
$226K 0.01%
2,407
-50
221
$226K 0.01%
2,299
+10
222
$226K 0.01%
+2,816
223
$224K 0.01%
1,732
-33
224
$222K 0.01%
6,934
+19
225
$219K 0.01%
2,408
+54
6 7 8
9
10